Your Wealth

The reopening trade is over – or is it?

With recent lockdowns in Perth and horrifying infection rates in India, Covid’s impact is still being felt in Australia and around the world. Many popular reopening trade stocks are at or above their pre-Covid highs, so is now time to take profits or look for further bargains?

Investors Mutual Portfolio Manager Dan Moore was the guest on Your Wealth’s highest rated podcast, recorded just as markets started to fall in Feb 2020. A year later he gives his thoughts on:

• The downside risks to travel stocks, healthcare and more
• Why capital raisings may not be fully priced into share prices
• How to ensure you’re not paying too much for a great story
• Why ‘steady Eddy’ companies are still offering value, and
• Why Cochlear implant demand has soared since masks were introduced.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

 

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

Global tech – bubble or opportunity?

With the S&P500 and the Nasdaq at record highs, investors are increasingly nervous about the valuations of global technology stocks. Can the ride continue or is it time for caution in the growth engine of the stock market?

 

Montaka Global Investments Chief Investment Officer Andrew Macken shares his thoughts on:

• Why the world’s best companies will keep on growing
• How his views on buying ‘value’ companies have changed
• What constitutes a great business, and how to identify its attributes, and
• Which tech opportunities should be approached with caution.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

 

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

Wealth and wellbeing - how much money will really bring happiness?

The research into well-being and its causes has often avoided the topic of finance - yet we all know that money, or the lack of it, can have a material impact on our happiness.

 

nab economist Dean Pearson specialises in how wealth impacts well-being, and in this podcast shares:

• Why time - and home ownership - matter so much
• How Covid affected the nation’s economic and emotional well-being
• What types of debt dramatically reduce well-being
• Why your mortgage might be a source of satisfaction, not despair, and
• How to invest and spend for maximum happiness.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

 

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

Picking the next big thing in a ‘winner takes all’ world

It’s one thing to be searching for the next Afterpay, but the next Amazon or Google presents an even greater opportunity. So what differentiates a company that has the potential to dominate its market?

Hyperion Asset Management believe we’re in a ‘winner takes all’ world. In this podcast, Chair Tim Samway shares:

• The key characteristics of a future winner
• Sectors and industries ripe for disruption
• Why 70% of Australia’s sharemarket is dominated by old world companies, and
• Why Tesla is their biggest share holding.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

 

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

Small cap opportunities as the world reopens

Investors looking for growth potential often find their best opportunities outside the ASX100. With many stocks and sectors overvalued, and others crunched by Covid, how do you find the next big thing?

DNR Capital portfolio manager Sam Twidale talks about the potential in small caps, including:

• Which sectors are most likely to perform as domestic and international borders reopen
• Why the electric vehicle story is not going away, but there are safer plays than Tesla
• Long term trends and which small companies are likely to benefit, and
• When to sell in frothy sectors like buy now, pay later.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

 

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

Note: nabtrade Academy has launched. It's designed to help you learn more about investing - no matter what stage of the investment journey you are on. Find out more here.

Aussie dollar highs – 2021 currency outlook

NAB Markets’ Ray Attrill has a strong track record forecasting the Australian dollar, US dollar and more. With rates at record lows, quantitative easing, and a global reopening on the horizon, what’s in store for the world’s major currencies?

Ray again joins Gemma Dale to discuss:

• Why he believes the AUD will rise against the USD
• The key drivers of currency movements this year
• The challenges of bitcoin and crypto for currency forecasters
• The risks to his forecast for 2021, and
• Why he’s the current world champion currency forecaster – for this quarter.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

 

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

Note: nabtrade Academy has launched. It's designed to help you learn more about investing - no matter what stage of the investment journey you are on. Find out more here.

AREITs – sectors for growth and income in 2021, and what’s at risk

Investors have increasingly been looking to Australian Real Estate Investment Trusts (AREITs) for income as interest rates fall, but Covid disruptions to retail shopping centres and office buildings have caused valuations to fluctuate. So do AREITs offer opportunity, and which sectors are worth looking at?

 

Charter Hall AREIT portfolio manager Jonathan Kriska offers his thoughts on:

• Why new sectors such as childcare centres and retirement living are growing
• The risks to office and retail property in a post Covid world
• Why industrial space such as warehouses for online commerce are booming
• How to diversify your property exposure, and why it matters, and
• The likely yields and capital growth potential of the REIT market in 2021.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

 

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

Note: nabtrade Academy is launching soon. It's designed to help you learn more about investing - no matter what stage of the investment journey you are on. Find out more here.

What I’ve learned in thirty years of investing across all assets

The events of the last twelve months have made many feel like investing is easy – or impossible. So how do you stay in the game for decades, without losing your money – or your mind?

 

SG Hiscock founder Steve Hiscock has been a professional investor for over 30 years, starting just before the crash of 1987. Tune in to hear his thoughts on:

• His favourite asset class for long term investors
• Why it’s critical to understand cash flow for all assets
• How interest rates are distorting valuations, and what you can do about it
• What to expect for long term returns, and
• His top tips for investing and building wealth.
  
  

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

 

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

What 2021 has in store for markets and the global economy

The new year has already thrown some extraordinary developments at investors – the ‘Blue Wave’ as the Democrats secure a majority in both houses of US Congress, a resurgence of Covid in Australia and record cases in the northern hemisphere, and markets that continue to run higher. So what more should investors be watching?

AMP Capital’s Diana Mousina shares her thoughts on:

• How low interest rates can stay, and for how long
• Which countries will return to ‘normal’ soonest post Covid, and why a vaccine may not have an impact for 18 months or more
• Why non-US markets tend to outperform during a Democratic presidency, and
• The impact of withdrawal of stimulus, including Jobkeeper and JobSeeker in Australia and around the world.
  
  

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

 

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

Roger Montgomery on why he’s optimistic about markets in 2021

After Covid19 cut a swathe through 2020, many are looking forward to a brighter 2021. With the S&P500, Dow Jones and Nasdaq at record highs, is this too much to hope for?

Popular guest Roger Montgomery of Montgomery Investment Management shares his thoughts about the outlook, including:

• Whether markets have gotten ahead of themselves in pricing a return to growth
• How much demand remains in an economy with elevated unemployment
• Whether a return to normal is on the cards for office property, and
• Where he sees risks for the unwary in 2021. 

We thank you all for listening in 2020, and can’t wait to share more great guests and insights with you in 2021. Stay safe, and have a merry Christmas and New Year!

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

 

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.